Senior Associate, Trust Tax

Business Title: Senior Associate, Trust Tax

Requisition Number: 113104 – 71

Function: Tax Services

Area of Interest:

State: OH

City: Cleveland

Description:

Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. With qualities like those, it's no wonder we're consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Working Mother Magazine, Diversity Inc. and others. If you're as passionate about your future as we are, join our team.

KPMG is currently seeking a Trust Tax Senior Associate or Associate to join our Tax (https://tax.kpmg.us/ ) practice.

Responsibilities:

Focus on fiduciary, charitable and information reporting returns

Use tax preparation software – Thomson Reuters OneSource Trust Tax platform; utilize technologies and tools for client service delivery

Work with senior associates and managers as part of a multi-disciplinary team on a variety of assigned projects

Analyze, prepare, and review tax workpapers and returns, estimated payments and extensions

Respond to inquiries from the IRS and other taxing authoritiesKeep up to date on tax technical developments

Additional Responsibilities:

Manage a book of business and/or supervise the production of tax return preparation by associate tax preparers

Notify senior practice management of any issues or problems that arise before they become a critical item and assist with driving the growth of tax technical knowledge for the team

Qualifications:

Minimum one year of recent public accounting and/or tax experience

Bachelors and/or masters degree from an accredited college or university in business, accounting, finance, taxation, mathematics, economics, information technology, data and analytics, engineering (financial, industrial or systems) or related fields; Accounting and Taxation is preferred

Must have or be pursuing the state-specific education requirements to be a licensed Certified Public Accountant (CPA) or Enrolled Agent (EA) in the principal place of business; a short-term plan for completion of such educational requirements following the start date for this position is required, with completion of such educational requirements prior to the start date for this position is preferred

Demonstrated quality service mindset; strong technical aptitude, critical thinking skills and ability to navigate MS Office applications, including Excel, PowerPoint, Word, and Outlook

Excellent communication, time management and leadership skills; flexible and adaptable

Additional Qualifications:

Minimum three years of recent public accounting and/or trust tax experience

Intermediary knowledge of the Internal Revenue Code as it relates to trusts and estates

team player; and resourceful in delivering high quality work with the ability to independently manage assigned account load

Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future

KPMG complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicants skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year the firm publishes a calendar of holidays to be observed during the year and provides two firmwide breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work (https://www.kpmguscareers.com/why-kpmg/#benefits) .

Follow this link to obtain salary ranges by city outside of CA: https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M309B424

KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an affirmative action-equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link ( https://assets.kpmg.com/content/dam/kpmg/us/pdf/2018/09/eeo.pdf) contains further information regarding the firms compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.

KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.

KPMG does not currently require partners or employees to be fully vaccinated or test negative for COVID-19 in order to go to KPMG offices, client sites or KPMG events, except when mandated by federal, state or local law. In some circumstances, clients also may require proof of vaccination or testing (e.g., to go to the client site).

GL: 5

GF: 15300